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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,779 | $57,350-81.2% | $83,850-87.1% | $64,181-83.2% |
| Participation rate | 35.3% | 68.6%-33.3pp | 76.1%-40.9pp | 69.6%-34.3pp |
| Annual return | -8.41% | 11.38%-19.8pp | 850.92%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,780 | $2,993-7.1% | $4,082-31.9% | $3,470-19.9% |
| Admin fee / account holder | $3,233 | $4,046-20.1% | $5,478-41.0% | $4,887-33.8% |